Transmit Documents of one or more Corporations

Corporate Taxprep allows you to transmit the eligible documents of one or more corporations.

Note: The term "eligible documents" refers to returns, forms and slips eligible for Internet transmission to the different tax authorities. For more information consult the List of eligible documents for electronic transmission.

To transmit documents of the corporation whose client file is opened, proceed as follows:

  1. On the Transmission menu, click Transmit.
    The Transmit dialog box displays. By default, all eligible documents in the client file will be selected for transmission.
  2. Select the documents that you want to transmit.
    You can remove a return, a form or a slip from the operation by clearing the check box available under the column reserved to the EFILE status of the document. If a document is not eligible, the box shown under the EFILE status of this document will not be selected and you will be unable to select the document for transmission.
  3. Verify the federal identification method selected.
  4. Click OK.

For more information on the transmission of returns, consult the topic Additional Information About Corporation Internet Filing (T2, AT1 and CO-17).

To transmit the documents of several corporations from the Client Manager, proceed as follows:

  1. Select the corporations for which you want to transmit documents.

    Tip: To display only corporations that have T2, CO-17 or AT1 returns with an "Eligible" EFILE value status, use the "EFILE Eligible" filter. In addition, if one of the returns selected contains another eligible document, you can transmit it from the Transmit dialog box.

  2. In the Transmission menu, click Transmit.
  3. For each of the corporations, select the documents that you want to transmit.
    The eligible documents are selected by default. You can remove any return, document or slip from the list by clearing the check box available in the column reserved to its EFILE status. If a document is not eligible, the box shown under the EFILE status of this document will not be selected, and you will be unable to select it for transmission.
  4. Verify the federal identification method selected.
  5. Click OK.

For more information on the transmission of returns, consult the topic Additional Information About Corporation Internet Filing (T2, AT1 and CO-17).

During the transmission of a corporation’s returns by Internet (T2 EFILE), the GIFI information with the notes relating to the financial statements, will be included in the transmission.

The transmission of a return might not be allowed by Corporate Taxprep if its size exceeds the limit authorized by the CRA. In that case, the size of the return to transmit can be reduced by clearing the transmission of notes to the financial statements.

To prevent transmission of notes to the financial statements of the active return, proceed as follows:

  1. Display Form Notes to financial statements (Jump Code: NOTES).
  2. Select the Do not transmit electronically box.

Notes:

  • The transmission of the return without the notes to the financial statements might not be allowed if the size of the return to transmit still exceeds the limit authorized set by the CRA.
  • Where you are not transmitting notes relating to the financial statements with the return, you are required to send a hard copy to the CRA.

Once the error has been corrected and the EFILE status changes to "Eligible," you can re-transmit the return using the same procedure that you used for the original transmission.

Notes:
  • Only documents with an "Eligible" EFILE status can be transmitted.
  • Where Forms Authorization (consent) and Cancellation (revocation) of a corporation are selected for electronic transmission purposes, Corporate Taxprep will first transmit Form Cancellation before transmitting Form Authorization, as the regular process is to first cancel all previously granted authorizations and then, request a new authorization.
  • Before transmitting a return to the CRA, ensure that you have a copy of the T183 form signed by the client, authorizing you to transmit the return electronically.
  • Before transmitting Schedule 89, Request for Capital Dividend Account Balance Verification (Jump Code: 89) or Form T2054, Election for a Capital Dividend Under Subsection 83(2) (Jump Code: 2054) to the CRA, ensure that you have a copy of Form T2183, Information Return for Electronic Filing of Special Elections (Jump Code: T2183) signed by the client, authorizing you to electronically transmit Schedule 89 or Form T2054.
  • Although it is only possible to transmit one return at a time, you can select several returns to transmit from the Client Manager; Corporate Taxprep will transmit them one at a time to the CRA and RQ Web site.
  • Before filing returns to Clic Revenu, make sure that you have a copy of the MR-69 form duly signed by your client authorizing you to transmit the corporation's return electronically.
  • Before filing returns to NetFile Québec, make sure that you have a copy of the CO-1000.TE form duly signed by your client authorizing you to transmit the corporation's return electronically.